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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
176
Leavell Investment Management
Alabama
$640K +$232K +10,970 +56%
DWM
177
DecisionMap Wealth Management
Virginia
$636K +$612 +29 +0.1%
RFN
178
Redwood Financial Network
Ohio
$623K +$175K +8,295 +39%
CCM
179
CFO Capital Management
Connecticut
$610K +$61.5K +2,911 +11%
HPC
180
HM Payson & Co
Maine
$605K +$610K +28,900 New
NA
181
Nestegg Advisors
New York
$565K +$4.14K +196 +0.7%
SWP
182
Summit Wealth Partners
Florida
$555K – – –
CBT
183
Crews Bank & Trust
Florida
$544K – – –
DWT
184
Dorsey & Whitney Trust
South Dakota
$523K – – –
SFO
185
Stokes Family Office
Louisiana
$518K – – –
XF
186
XML Financial
Maryland
$516K +$116K +5,501 +29%
VHAM
187
Van Hulzen Asset Management
California
$498K +$281K +13,309 +127%
SWA
188
Sax Wealth Advisors
New Jersey
$494K – – –
TCRG
189
Twin Cities Retirement Group
Minnesota
$491K +$11.7K +555 +2%
4WM
190
4J Wealth Management
Virginia
$482K +$15.8K +750 +3%
GVAG
191
Great Valley Advisor Group
Delaware
$478K +$3.61K +171 +0.8%
GFP
192
Gryphon Financial Partners
Ohio
$474K – – –
EIP
193
Ellis Investment Partners
Pennsylvania
$464K +$40.7K +1,926 +10%
AMM
194
American Money Management
California
$440K – – –
GDP
195
Great Diamond Partners
Maine
$437K +$135K +6,410 +44%
CT
196
Clearstead Trust
Maine
$427K – – –
GMFG
197
Greater Midwest Financial Group
Minnesota
$427K +$14.9K +706 +4%
ASN
198
Advisory Services Network
Georgia
$423K +$3.19K +151 +0.8%
LF
199
Lee Financial
Texas
$419K – – –
FFA
200
Farther Finance Advisors
California
$409K +$35.1K +1,664 +9%
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